Baird Financial Group

Baird Financial Group Portfolio holdings

AUM $64.2B
1-Year Est. Return 23.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.9B
AUM Growth
-$2.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,780
New
Increased
Reduced
Closed

Top Buys

1
+$61.3M
2
+$51.1M
3
+$50.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$48.5M
5
GTM
ZoomInfo Technologies
GTM
+$38.6M

Top Sells

1
+$360M
2
+$341M
3
+$205M
4
HD icon
Home Depot
HD
+$171M
5
JPM icon
JPMorgan Chase
JPM
+$168M

Sector Composition

1 Technology 19%
2 Industrials 11.26%
3 Financials 11.25%
4 Healthcare 10.02%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$362K ﹤0.01%
11,368
+1,467
1452
$362K ﹤0.01%
12,625
+1,353
1453
$361K ﹤0.01%
19,145
+62
1454
$355K ﹤0.01%
26,577
+1,500
1455
$352K ﹤0.01%
21,596
+564
1456
$351K ﹤0.01%
3,235
-16
1457
$351K ﹤0.01%
5,199
-925
1458
$349K ﹤0.01%
8,222
-3,652
1459
$349K ﹤0.01%
+37,135
1460
$349K ﹤0.01%
14,620
-95
1461
$348K ﹤0.01%
9,958
-24
1462
$347K ﹤0.01%
6,775
-495
1463
$346K ﹤0.01%
34,659
-5,124
1464
$345K ﹤0.01%
15,199
-10,444
1465
$344K ﹤0.01%
11,695
+1,331
1466
$344K ﹤0.01%
14,020
-2,979
1467
$344K ﹤0.01%
14,653
+614
1468
$342K ﹤0.01%
10,726
+522
1469
$340K ﹤0.01%
17,425
-59,468
1470
$338K ﹤0.01%
5,029
-5,113
1471
$337K ﹤0.01%
14,621
+2,821
1472
$335K ﹤0.01%
37,664
+3,656
1473
$335K ﹤0.01%
4,825
-2,753
1474
$333K ﹤0.01%
3,189
+28
1475
$325K ﹤0.01%
5,293
-134
57 58
59
60 61